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FIRST TRUST ADVISORS LP: FTSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on FTSM, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 81,171 FTSM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,171 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $4,848,351.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 81,093 shares
    Change vs previous 13F -119,492 shares

    <0.01% of the 13F portfolio, value $4,847,735.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 200,585 shares
    Change vs previous 13F -837,920 shares

    0.01% of the 13F portfolio, value $12,021,088.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,038,505 shares
    Change vs previous 13F -404,387 shares

    0.05% of the 13F portfolio, value $62,216,853.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,442,892 shares
    Change vs previous 13F +261,933 shares

    0.07% of the 13F portfolio, value $86,385,944.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,180,959 shares
    Change vs previous 13F +1,052,906 shares

    0.06% of the 13F portfolio, value $70,668,586.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 128,053 shares
    Change vs previous 13F +52,991 shares

    0.01% of the 13F portfolio, value $7,653,727.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,062 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,493,961.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).